Knowing what your people will experience when they purchase your product will help give you confidence in your workflow and will also allow you the opportunity to better support someone if they have questions about the purchase experience.
To test a product's purchase experience, you have two options depending on what exactly you want to test.
Option 1: Create a 100% Coupon Code for yourself
This option is best if you want to experience the checkout flow your buyers will see (i.e. checkout page, signup confirmation, and welcome email delivery), but you don't need to see the Stripe/PayPal portion of checkout.
Open your Product's edit page and scroll down to locate the payment options area.
In the lower right-hand corner find and click on "(add coupon)".
Name your coupon, set the amount to "100" and change the type to "percentage". Alternatively you can use the "amount" coupon type and set the number to the full price of your payment option.
Optional: set the number of uses to 1 so that no one can use this coupon code after you've tested (or delete your test coupon when you're done). It's unlikely someone would find this, but just for peace of mind!
Now that you've created your coupon code, you can test the checkout experience by copying your direct checkout link from the gear menu in the top right of your Product's edit page (this menu is also available to the right of your products under "Content" > "Products" in your admin dashboard).
Or, if preferred you can click to the checkout page from your promo text or external landing page (depending on what you've set up for this product).
Note: Using a 100% off coupon means that you will skip the purchase step via Stripe or Paypal. Instead, the system will view your "purchase" as a free opt-in because it recognizes that the value of the product has been reduced to $0. If you want to test the full payment experience in Stripe + PayPal, use option 2 below!
Option 2: Create a $1 Payment option (or use a coupon code to discount the price to $1)
If you want to see what the exact purchase experience is, including receipts from Stripe or PayPal, then use this option to test your purchase experience.
Either method for making a $1 payment option works; however, using a coupon code means you won't have to worry about going back into your product after testing to readjust your product's price point.
Scroll down to the Payment Options area of your Product's edit page.
Add either a $1 payment option or a coupon code that adjusts your price to $1.
Test the same way as Option 1, but now you'll be prompted to pay $1 at checkout instead of going straight to the product!
If you use PayPal and wish to test that purchase experience, please note that you cannot make a purchase from your own PayPal account.
This means that in order to test the PayPal purchase process, you'll need to purchase using someone else's PayPal account or by creating a secondary PayPal account for yourself to use for testing.
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Questions? Reach out to us at hello@membervault.co, within our Facebook group, The MV Collaborative, or via chat support within your admin account (not sure how to log in? look up your account here).